Maintaining effective relationships management with the clients.•Handling 10 Mio USD of equity AUM across 200 customers as well as 2 Mio USD of AUM across the different structured products.•Leading & mentoring a team of 3 Personal Financial Consultants and 2 Direct Sales Trainees for achieving the business objectives.•Ensuring an accurate & timely submission of MIS.Achievements: •Accomplished a consistent 300% growth in AUM & net sales. •Successful in:•Adding 141 key relationships of the area through the priority banking division.•Controlling the client attrition rate at a meager 3%.•Maintained the No1 position in top RMs pan India for Olympics.•Maintained the No1. Position pan India in Insurance sales, No 3 position pan India for liabilities.•Among the top 5 RMs pan India who used to make highest incentives.; Premier Relationship Officer. March’06 – Sep’06Key Deliverables•Managing retail & HNI sales of financial products with special focus on Mutual Funds.•Opening premier accounts with USD 500k and bringing liabilities.Achievements:•Opened accounts from USD 100k per month to USD 500k per month in a very short span of five months. •Maintained key relationships of celebrities, CEOs and Chairmen.•Won several awards for highest insurance and mutual funds sales.•Attended several seminars and meetings with the fund managers.

Driving sales of personal account and company accounts, Insurance, Dmat accounts, credit cards.•Opened 6500 accounts, 1800 d-mat accounts and insurance sales of 1.5 crore in 2005.•Handled three branches of HDFC Bank in Lucknow.•Managed 60 sales officers, 8 team leaders, and 3 CSO’s.Achievements:•Successfully initiated start up of the branch in Lucknow and made it profitable since its inception.•Successfully launched the team and achieved yearly target by 230%.Senior Sales Officer – April’02 – March’04Key Deliverables:•Sourcing of new to bank customers, personal and company accounts.•Sourcing D-Mat accounts and selling insurance to the high end clients.